WRBY
Warby Parker, Inc.
September 29, 2026 · market open
- Rarity
- 1.94
- Peak move
- +12.69%
- Float cap
- $2.5B
Warby Parker is a lifestyle brand that designs eyewear in-house and sells directly to consumers. It offers prescription glasses, sunglasses, contacts, eye exams, lens enhancements, and virtual try-on and vision-test services through its website and retail stores. The company serves customers and patients through an omnichannel platform that combines digital commerce with physical locations.
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What we found
10 events · 0 from SEC or newswire · 0 timed with the moveanalyst_ratingMarketBeat reported the brokerage consensus on Warby Parker as 'Moderate Buy' with an average 12-month price target of $30.08 from eleven covering firms.
demand_signalThe Vision Council's second-quarter report showed the optical category weaker than the first quarter, with growth driven by price, per co-CEO Neil Blumenthal at the Goldman Sachs conference.
executive_remarkAt the Goldman Sachs Global Consumer and Retail Conference, Warby Parker CFO Adrian Mitchell declined to call the 2026 guided 12.2% adjusted EBITDA margin a baseline, while co-CEO Neil Blumenthal attributed needed H2 revenue acceleration to easier comps.
peer_disclosureEssilorLuxottica and Meta unveiled new AI glasses at Meta Connect, including Ray-Ban Meta Gen 3 and camera-free Ray-Ban Meta Audio, and expect over 100 AI-glasses styles by year-end.
analyst_ratingBernstein cut its EssilorLuxottica price target to €185 from €200 and Goldman Sachs lowered its target to €165 from €200, while Jefferies kept Buy with a €250 target.
analyst_ratingCiti published a research note on Meta's Connect 2026 glasses launch, maintaining Meta's 10-12 million unit production forecast for this year and 20 million next year, naming Goertek and Sunny Optical as beneficiaries.
pricing_changeRay-Ban Meta Gen 3 AI glasses start at $449 and Meta's cheaper Adventurer frames start at $249, pricing Warby Parker's planned Intelligent Eyewear launch will be set against.
peer_disclosureMeta unveiled its next-generation smart glasses at Meta Connect 2026, including Ray-Ban Meta Gen 3 at $449, camera-free Ray-Ban Meta Audio at $349, and Meta VR Glasses at $1,299, with Ray-Ban Display expanding to several countries.
analyst_ratingGoldman Sachs analyst Brooke Roach maintained a Buy rating on Warby Parker with a $32 price target, citing the AI-driven Intelligent Eyewear launch with Google and Samsung.
product_launchSamsung and Google are developing smart glasses with Warby Parker and Gentle Monster, with a fall 2026 launch, 9-hour battery life, 200+ patents and privacy controls.